Services Available

There are two ways to engage Guardian Wealth Advisors:

Investment Advisory Services: After the development and approval of a personalized investment plan, we will provide ongoing, non-discretionary investment advisory services to assist you in developing and implementing the investment strategies for your accounts, consistent with your financial goals.

Financial Planning Services: If you would prefer, after a set of private consultations, you can simply receive the investment plan tailored to your needs and goals, without any ongoing monitoring or investment recommendations.

Fee Schedule

• Equity and Balanced Accounts ($250,000 minimum):

• Fixed Income Only Accounts ($1 million minimum):

08/13